Link TFS Export in Excel to an Access table - ms-access

We do a lot of TFS analysis and reporting in Excel, using PowerPivot to map to 'executive friendly' terms (like dates vs iterations) and they are quite please with all that. However, we also now have several TFS 'projects' (instances, versions, whathaveyou), and an Excel workbook cannot link to more than one project at a time. Also as the projects grow larger and larger, my machine struggles to process. I'd like to put the mapping tables AND the TFS data from several instances into an Access database.
Question 1
Is there any way to link Access to TFS? If not, I'm fine having TFS data in Excel and linking to Excel, but with the 'header' TFS insists on putting in your export, the linked table has issues (like not having headers in first row, and then always having two erroneous records upon every refresh).
Question 2
Any thoughts on how to get around the funky header?

There is no native way to link Ms Access to TFS or to easily get rid of the header row that's added in Excel when linking a table. I'm afraid that the direction you're seeking will not help you in the end. It will only put all the computational pressure on Access instead of Excel.
The way to go here would be to setup the TFS reporting features, which offloads a lot of the processing to SQL Server Analysis Services (which can be used as a source for Excel) and reporting is provided by SQL Server Report Server in that case.
Unfortunately, the Reporting part of TFS hasn't had a decent update since 2010 and can be a bit archaic to use. For VSTS (the cloud-based version of TFS) it's now possible to link the account to PowerBI, which does everything you're after. This feature is not available on-premise though, it may be a great reason to move to the cloud. PowerBI can handle large amounts of data, can be connected to one or more VSTS accounts and can slice and dice data from multiple accounts and projects with ease.

Related

correct way to automate department's reporting?

I just recently started my first job doing reporting and analytical on a project team. Currently a lot of data and reports are sitting in excel spreadsheets and in some database tables. Reports are drawn from this data in a very manual adhoc approach. It would seem that this has/is quickly becoming very problematic as the reporting requirements are increasing rapidly. The project will soon be rolled out more quickly, and our manual efforts won't suffice. Currently we are spending a lot of time manually doing etl like activities, the results are then sliced and diced in excel, and graphs and tables exported for management. After which the process has to be repeated for the next reporting cycle. We need to implement some automation in this regard.
As this is only a medium term project a full blown etl and reporting solution seems out of the question- neither time nor resources permits. Being a fresh graduate I know what has to be done, i just don't know what tools, utilities and software to implement. Google is just confusing me more. Any suggestions? Really feeling like I'm in over my head.
If number of Excel files are in tens rather than hundreds, I would suggest importing them to Access manually, and/or with bit of VBA standardise the data before importing.
Then, you can use Access to make reports.
Essentially, answer to your question boils down to this: Is It Worth the Time?
I believe you really need at least a reporting tool for automate this job, a tool that really covers most of what you need it's DBxtra, it connects directly to MySQL, exports to Excel and it can send the exported results (or a pretty designed report) to anyone by email automatically (for example every Monday at 6:00 AM), the biggest problem is that you point that your data is not fully "curated" for reporting, but if you can implement SQL logic to clean it up then you can automate almost the full processs, otherwise, you can automate the exporting to Excel, do the clean up work by hand, and automate the sending of the report to the managament guys (DBxtra can also connect to Excel directly and create reports from it).
If you want to do it by hand, you can do an application on any .NET language and look up for a way to connect to MySQL (ADO.NET) and export to Excel (Excel Interop or third party library).

What is a good way to report on changes to documents in sharepoint 2007

I've been requested to implement a means of reporting on add/update/deletes on files stored sharepoint (MOSS 2007). After a little bit of research I found out sharepoint has out of the box document auditing which I enabled a couple days ago. I ran the report today, but excel spreadsheet was not very easy to look at.
Also I'm not positive of this, but I believe only site collection administrators can generate thsi audit report, and I dont really want to give the people who want these reports that much permission.
I'm curious what are some alternatives or recommendations? Should I try and get this information off the sQL Server and display it in reporting services, or perhaps try and build a include it in a dashboard?
Thanks
If you have access to the SSRS instance for SharePoint, you can get the report file. You can then make a copy and edit for the report you would like. permissions are a separate issue that can be tackled however you desire, especially if you create a copy and store as a new report.

When to use RDLC over RDL reports?

I have been studying SSRS 2005 / 2008 in the past weeks and have created some server side reports. For some application, a colleague suggested that I look into RDLC for that particular situation. I am now trying to get my head around the main difference between RDL and RDLC.
Searching for this information yields fragmented information at best. I have learned that:
RDLC reports do not store information about how to get data.
RDLC reports can be executed directly by the ReportViewer control.
But I still don't fully understand the relation between the RDLC file and the other related systems (the Reporting Server, the source database, the client).
In order to get a good grasp on RDLC files, I would like to know how their use differs from RDL files and in what situation one would choose RDLC over RDL. Links to resources are also welcome.
Update:
A thread on the ASP.NET forums discusses this same issue. From it, I have gained some better understanding on the issue.
A feature of RDLC is that it can be run completely client-side in the ReportViewer control.
This removes the need for a Reporting Services instance, and even removes the need for any database connection whatsoever, but:
It adds the requirement that the data that is needed in the report has to be provided manually.
Whether this is an advantage or a disadvantage depends on the particular application.
In my application, an instance of Reporting Services is available anyway and the required data for the reports can easily be pulled from a database. Is there any reason left for me to consider RDLC, or should I simply stick with RDL?
From my experience there are few things to think about both things:
I. RDL reports are HOSTED reports generally. This means you need to implement SSRS Server. They are a built in extension of Visual Studio from SQL Server for the reporting language. When you install SSRS you should have an add on called 'Business Intelligence Development Studio' which is much easier to work with the reports than without it.
R eport
D efinition
L angauge
Benefits of RDL reports:
You can host the reports in an environment that has services running for you on them.
You can configure security on an item or inheriting level to handle security as a standalone concept
You can configure the service to send out emails(provided you have an SMTP server you have access to) and save files on schedules
You have a database generally called 'ReportServer' you can query for info on the reports once published.
You can access these reports still through 'ReportViewer' in a client application written in ASP.NET, WPF (with a winform control bleh!), or Winforms in .NET using 'ProcessingMode.Remote'.
You can set parameters a user can see and use to gain more flexibility.
You can configure parts of a report to be used for connection strings as 'Data Sources' as well as a sql query, xml, or other datasets as a 'Dataset'. These parts and others can be stored and configured to cache data on a regular basis.
You can write .NET proxy classes of the services http:// /ReportServer/ReportingService2010 or /ReportExecution2005. You can then make up your OWN methods in .NET for emailing, saving, or manipulating SSRS data from the service directly of a Server hosting SSRS reports in code.
Programmatically Export SSRS report from sharepoint using ReportService2010.asmx
Downsides:
SSRS is kind of wonkey compared to other things on getting it up fast. Most people get confused by the security policy and designing reports as an 'add on' to VS. SQL 2005 = VS BIDS 2005 , SQL 2008 = VS BIDS 2008, SQL 2012 = VS BIDS 2010(LOL).
Continuing on 1 the policy for security settings IMHO are idiotically overcomplex. There is server security, database security and roles, two security settings on the page hosted for the service. Most people only set up an admin than can't get in and wonder why other users cannot. Most common complaint or question on SSRS is related to getting in generally from my experience.
You can use 'expressions' that will supposeduly 'enhance' your report. Often times you do more than a few and your report goes to a crawl in performance.
You have a set amount of things you can do and export to. SSRS has no hover over reporting I know of without a javascript hack.
Speed and performance can take a hit as the stupid SSRS config recycles the system and a first report can take a while at times just loading the site. You can get around this by altering it but I have found making a keep alive service for it works better.
II. RDLC reports are CLIENT CONTAINED reports that are NOT HOSTED ANYWHERE. The extra c in the name means 'Client'. Generally this is an extension of the RDL language meant for use only in Visual Studio Client Applications. It exists in Visual Studio when you add a 'reporting' item.
Benefits of RDLC reports:
You can hookup a wcf service much much much more easier to the dataset.
You have more control over the dataset and can use POCO classes filled with Entity framework objects or ADO.NET directly as well as tables themselves. You can monkey with the data for optimization it before binding it to the report.
You can customize the look more with add on's directly in code behind.
Downsides:
You need to handle parameters on your own and while you can implement wrapper methods to help the legwork is a little more than expected and unfortunate.
The user cannot SEE the parameters in a 'ReportViewer' control unless it is in remote mode and accessing an RLD report. Thus you need to make textboxes, dropdowns, radio buttons on your own outside the control to pass to it. Some people like this added control, I do not personally.
Anything you want to do with servicing the reports for distribution you need to build yourself. Emailing, subscriptions, saving. Sorry you need to build that in .NET or else implement a proxy that already does that from above you could just be getting using hosted reports.
Honestly I like both for different purposes. If I want something to go out to analysts that they use all the time and tweak for graphs, charts, drill downs and exports to Excel I use RDL and just have SSRS's site do all the legwork of handling the email distributions. If I want an application that has a report section and I know that application is its own module with rules and governance I use an RDLC and having the parameters be smaller and be driven by the decisions the user made before getting to the report part of what client they are on and site and then they usually just choose a time frame or type and nothing more. So generally a complex report I would use RDL and for something simple I would use RDLC IMHO.
Q: What is the difference between RDL and RDLC formats?
A: RDL files are created by the SQL
Server 2005 version of Report
Designer. RDLC files are created by
the Visual Studio 2008 version of
Report Designer.
RDL and RDLC formats have the same XML
schema. However, in RDLC files, some
values (such as query text) are
allowed to be empty, which means that
they are not immediately ready to be
published to a Report Server. The
missing values can be entered by
opening the RDLC file using the SQL
Server 2005 version of Report
Designer. (You have to rename .rdlc to
.rdl first.)
RDL files are fully compatible with
the ReportViewer control runtime.
However, RDL files do not contain some
information that the design-time of
the ReportViewer control depends on
for automatically generating
data-binding code. By manually binding
data, RDL files can be used in the
ReportViewer control. New! See also
the RDL Viewer sample program.
Note that the ReportViewer control
does not contain any logic for
connecting to databases or executing
queries. By separating out such logic,
the ReportViewer has been made
compatible with all data sources,
including non-database data sources.
However this means that when an RDL
file is used by the ReportViewer
control, the SQL related information
in the RDL file is simply ignored by
the control. It is the host
application's responsibility to
connect to databases, execute queries
and supply data to the ReportViewer
control in the form of ADO.NET
DataTables.
http://www.gotreportviewer.com/
I have always thought the different between RDL and RDLC is that RDL are used for SQL Server Reporting Services and RDLC are used in Visual Studio for client side reporting. The implemenation and editor are almost identical. RDL stands for Report Defintion Language and RDLC Report Definition Language Client-side.
I hope that helps.
From my experience, if you need high performance (this does depend slightly on your client specs) on large reports, go with rdlc. Additionally, rdlc reports give you a very full range of control over your data, you may be able to save yourself wasted database trips, etc. by using client side reports. On the project I'm currently working on, a critical report requires about 2 minutes to render on the server side, and pretty much takes out whichever reporting server it hits for that time. Switching it to client side rendering, we see performance much closer to 20-40 seconds with no load on the report server and less bandwidth used because only the datasets are being downloaded.
Your mileage may vary, and I find rdlc's add development and maintenance complexity, especially when your report has been designed as a server side report.
Some of these points have been addressed above, but here's my 2-cents for VS2008 environment.
RDL (Remote reports): Much better development experience, more flexibility if you need to use some advanced features like scheduling, ad-hoc reporting, etc...
RDLC (Local reports): Better control over the data before sending it to the report (easier to validate or manipulate the data prior to sending it to the report). Much easier deployment, no need for an instance of Reporting Services.
One HUGE caveat with local reports is a known memory leak that can severely affect performance if your clients will be running numerous large reports. This is supposed to be addressed with the new VS2010 version of the report viewer.
In my case, since we have an instance of Reporting Services available, I develop new reports as RDLs and then convert them to local reports (which is easy) and deploy them as local reports.
If you have a reporting services infrastructure available to you, use it. You will find RDL development to be a bit more pleasant. You can preview the report, easily setup parameters, etc.
While I currently lean toward RDL because it seems more flexible and easier to manage, RDLC has an advantage in that it seems to simplify your licensing. Because RDLC doesn’t need a Reporting Services instance, you won't need a Reporting Services License to use it.
I’m not sure if this still applies with the newer versions of SQL Server, but at one time if you chose to put the SQL Server Database and Reporting Services instances on two separate machines, you were required to have two separate SQL Server licenses:
http://social.msdn.microsoft.com/forums/en-US/sqlgetstarted/thread/82dd5acd-9427-4f64-aea6-511f09aac406/
You can Bing for other similar blogs and posts regarding Reporting Services licensing.
For VS2008, I believe RDL gives you better editing features than RDLC. For example, I can change the Bold on a selected amount of text in a textbox with RDL, while in RDLC it's is not possible.
RDL: abcd efgh ijklmnop
RDLC: abcd efgh ijklmnop -or- abcd efgh ijklmnop (are your only options)
This is because RDLC is using a earlier namespace/formatting from 2005, while RDL is using 2008. This however will change with VS2010
If we have fewer number of reports which are less complex and consumed by asp.net web pages.
It's better to go with rdlc,reason is we can avoid maintaing reports on RS instance.
but we have to fetch the data from DB manually and bind it to rdlc.
Cons:designing rdlc in visual studio is little difficult compared to SSrs designer.
Pro:Maintenance is easy.
while exporting the report from we page,observed that performance gain compared to server side reports.
if you want to use report in asp.net then use .rdl
if you want to use /view in report builder / report server then use .rdlc
just by converting format manually it works

After a report / document template tool to generate documents from SQL Server

I'm after a tool to generate decent-looking documents from templates, that needs to:
be invoked through code (not interactively)
run on Windows, ideally invoked from code within a web-server
process standalone* report files that contain their own internal data definitions, query options, etc (i.e. ideally so that we can push simple report files to the server, and it simply work - where report/document maintenance is not necessarily a developer activity)
access data from a database (SQL Server 2005) based on parameters (ids etc) that we pass in
export (again, through code) to pdf or similar
*= where standalone simply means that the report is fully self-describing; it is fully expected that additional reporting runtime components will be required to execute the report. Contrast to rdlc which uses the data-sets from the local VS project.
I looked at the rdl/rdlc options (Visual Studio 2008), but rdlc seems to be coupled to the assembly (not standalone), and rdl seems to lack the code-based export ability. The version of Crystal Reports included in VS2008 seems very similar to rdlc - presumably the full Crystal Reports offering has more functionality, but has a non-trivial price tag too...
I'd welcome any suggestions for an appropriate, professional looking tool that might be suitable and recommended...
I think SQL Reporting Services fully support all of your requirements.
I have build some sophisticated solutions myself with SSRS.
(Example)
Fully manageable through code (via SSRS WS) (Upload, execute and export Reports)
Used SQL Server as database
Queries are defined in RDL (or Stored Proc) and based on parameters
There are other solutions like Telerik Reporting or Data Dynamics ActiveReport, but they are not free.
Let me know if you need more informations
SSRS WS: With that I mean the Web Service Interface (Report Server Web Service
). There is also a URL Access method, but I don't think it's a solution for you
I dont think you can satisfy all requirements. Number 3 especially is the killer.
On one reading, I see it as adhoc reporting generating it's on SQL. On another, it is giving users "empowerment" to do roll their own within some limits you define?
You may have looked already... but have you thought about using the ReportBuilder functionality to set up the basics and leave users to do the rest? You'll need a report monkey at some point anyway to set soemthing up.
Edit, after comment:
Reporting Services it is then.
It comprises a web service that renders RDL files uploaded from VS.
Report Builder is a template for users to hack and bash their own within the limits and environment you set.
Architecture of RS 2008
Our Data Dynamics Reports product sound like it is for you. It is a fully programmable reporting component for .NET / Visual Studio. View the documentation on the API here. You can export the reports to any of our various formats, including PDF, HTML, and Excel and it also includes an end user designer control that you can embed into your own applications to let end users modify or create their own reports.
The reports are stored in RDL - the same XML dialect that Reporting Services uses - in fact you can take any existing RDL files and open them in Data Dynamics Reports. In addition to compatibility with RDL, we add many more features, such as "themes" to consistently style your report, master reports (think ASP.NET master pages for reports), and several other built in controls such as a calendar, barcode, and dashboard controls to name a few.
Now lets look at your requirements one-by-one and see how Data Dynamics Reports might solve them:
be invoked through code (not interactively) - Data Dynamics Reports includes comprehensive API.
run on Windows, ideally invoked from code within a web-server - You can use Data Dynamics Reports in client-based, or ASP.NET applications, it even support medium trust ASP.NET applications (webservices are fine).
process standalone* report files that contain their own internal data definitions, query options, etc (i.e. ideally so that we can push simple report files to the server, and it simply work - where report/document maintenance is not necessarily a developer activity) - Data Dynamics Reports uses standard RDL (not rdlc) which includes all information bout how to retrieve data from your datasource. We also include an end user designer control to allow you to emebed a design environment for these standalone files into your own applications.
access data from a database (SQL Server 2005) based on parameters (ids etc) that we pass in - Data Dynamics Reports includes comprehensive support for parameters (even get the "valid values" from a query.
export (again, through code) to pdf or similar - Data Dynamics Reports supports exporting to PDF, HTML, Excel, Word, images, and XML.
I hope it works out for you, and let me know if you have any additional questions.
Scott Willeke
Data Dynamics / GrapeCity inc.
I think, based on all the criteria, you likely need to look at Crystal Reports, since you want the reports to be standalone, although, you could also create a report designer out of XtraReports or ActiveReports Pro and have much of the same functionality.
As for running it on the fly and having it generate, distribute, and archive the reports that run, check out our product at www.versareports.com. It should work with any .NET report designer you want to use and provides the enterprise-class report server framework you likely need.

How can I report on files with pending changes in TFS?

I'd like to create a simple report that shows files that currently have pending changes (checked out) from a TFS 2008 server. I know that I can use the "Find in Source Control" option from Team Explorer, but I would rather generate a reporting services report. Ideally, I'd be able to show when the file was checked out and the user that checked it out, but that's not imperative.
If the data isn't pushed to the TFS data warehouse by default, then I'd like to find the relational table(s) in the SQL Server instance that would need to be queried.
I've spent some time digging around the TFS data warehouse and looking at all of the canned Reporting Services reports that I can get my hands on, but everything seems to be geared towards work items, check-ins associated with work items, etc...
If you're looking for some easy to read data and not too worried about print outs, have a look at the TFS sidekick application by Attrice. Very helpful and if you have the correct permissions, you'll be able to see all the checked out files.
http://www.attrice.info/cm/tfs/
I doubt the information you're looking for is in the data warehouse and even if it was it might not be fresh enough for your purposes. By default the warehouse is updated once an hour.
You could use SSRS to report directly against the TFSVersionControl database but I would not recommend going this route. The database is not documented and chances are very good that it will change in the next version. It could also have performance implications if your queries are not written correctly.
A better solution would be to use the TFS web services as your SSRS data source. There are services you can call to get all files that are checked out. This iformation is always current and the queries it runs are highly optimized.
Example command line (Studio 2008):
"C:\Program Files\Microsoft Visual Studio 9.0\Common7\IDE\tf.exe" status /recursive /user:*